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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,810 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,893 | $73,459-64.8% | $178,528-85.5% | $74,429-65.2% |
| Participation rate | 96.8% | 66.5%+30.3pp | 77.1%+19.7pp | 67.2%+29.6pp |
| Annual return | 22.07% | 17.50%+4.6pp | 27.11%-5.0pp | 1368.38%-1346.3pp |
| Employer contribution / active EE | $2,230 | $2,219+0.5% | $3,950-43.5% | $2,625-15.0% |
| Participant deferral / active EE | $5,223 | $4,515+15.7% | $6,278-16.8% | $4,348+20.1% |
| Admin fee / account holder | $65 | $1,812-96.4% | $10,419-99.4% | $1,944-96.7% |